Vigil Wealth Management provides investment advisory services, including wealth management and financial planning, to individuals, high-net-worth individuals, trusts, estates, businesses, pension and profit-sharing plans, and broker-dealers. Vigil Wealth manages investment portfolios and offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. They may also refer clients to other specialists.
Fee Structure
Vigil Wealth charges a percentage of your portfolio each year for wealth management services. The exact fee depends on the scope and complexity of your financial situation, but it will not exceed 2.65%. Fees are paid quarterly, in advance. The firm may also use independent managers, and the total fee, including Vigil Wealth's fee and the independent manager's fee, will not exceed 2.65% annually.